Senior Wealth Advisor - Private Wealth (Hybrid Lead)

UMB Financial Corporation; St. Louis (MO); Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Dental, Vision

Health savings account

Dependent care accounts

Adoption assistance

Employee assistance program

Tuition reimbursement

Wellbeing program

Fitness reimbursement

Job summary

UMB Financial Corporation seeks a Sr. Wealth Advisor in a hybrid role (Tues/Wed/Thur on-site) to lead a team-based wealth guidance strategy. You will coordinate with planners, trust officers, and portfolio managers to tailor comprehensive plans for clients.

Expect engagement in charitable and estate planning, as well as ongoing client relationship growth. You should have a bachelor’s degree, 5+ years in financial services, and the Series 65 within 120 days.

Qualifications

• Bachelor’s degree in a relevant field.
• 5+ years of applicable experience within Financial Services.
• Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment.
• Strong communication and wealth planning knowledge.

Responsibilities

• Lead delivery of comprehensive wealth management services to clients with a team-based approach.
• Develop an understanding of client wealth planning goals and objectives.
• Deliver wealth planning, insurance, investments, and estate planning advice with planners and portfolio managers.
• Partner with Private Banking to provide lending, credit, and banking guidance.
• Proactively identify trends and opportunities, manage a personal client pipeline.

Skills

Series 65

Wealth advisor sales

Communication skills

Financial services experience

Education

Bachelor's degree in a relevant field

Tools

eMoney

Financial planning software

Job description

UMB Financial Corporation seeks a Sr. Wealth Advisor in a hybrid role (Tues/Wed/Thur on-site) to lead a team-based wealth guidance strategy. You will coordinate with planners, trust officers, and portfolio managers to tailor comprehensive plans for clients.

Expect engagement in charitable and estate planning, as well as ongoing client relationship growth. You should have a bachelor’s degree, 5+ years in financial services, and the Series 65 within 120 days.